# Common Room > Common Room is the AI GTM Platform that unifies buyer data, identity, and signals into intelligent action. Our AI agents, built on that foundation, empower GTM teams to execute with precision, reduce operational complexity, and scale without adding headcount. ## Customers ### Case Studies - [How Notion unlocked customer intelligence to generate 30% more meetings per rep per month](https://www.commonroom.io/customers/notion-customer-intelligence-more-meetings-per-rep/): “The results speak for themselves. Common Room helps us reach the right people with the right message at the right time—faster and easier." - [How Semgrep warmed up cold outbound to grow pipeline 74% in a single quarter](https://www.commonroom.io/customers/semgrep-warm-outbound-grow-pipeline/): “Once our reps got their hands on Common Room, the response was unanimous: ‘Buy it, please.’ We sourced pipeline right away running plays from product usage, web visits, GitHub activity—you name it.” - [How Workvivo systematized rep success to increase meetings booked by 40%](https://www.commonroom.io/customers/workvivo-systematized-success-increase-meetings-booked/): “Common Room isn’t another tool in our BDRs’ toolbox—it is the toolbox.” - [How Superhuman put the power of AI into the hands of reps to 2.5x meetings booked](https://www.commonroom.io/customers/grammarly-ai-meetings-booked/): “Common Room has transformed our GTM operations by providing a flexible platform that seamlessly integrates with our proprietary ML data models.” ### Current Customers Sample Airtable, Replit, Statsig, Kustomer, Miro, Twilio / Segment, Notion, SUSE, Vercel, Workvivo, Atlassian, Retool, Windsurf, GitLab, Superhuman, MongoDB, Figma, Otter AI, Amazon, Databricks, HubSpot, Supabase, Snowflake, Docker ## Resources by Team - [Sales Teams](https://www.commonroom.io/resources/sales): More pipeline. Never prospect cold again. Let our RoomieAI™ agents do the heavy lifting—signal hunting, account research, prospecting, and outbound automation—so reps can focus on pipe gen and closing deals. - [RevOps Teams](https://www.commonroom.io/resources/revops): Signals, enrichment, and AI SDRs—all in one place. Orchestrate pipe gen from signal to send with AI agents that hunt down buying signals, enrich every prospect, and automate personalized outbound at scale. - [Demand generation](https://www.commonroom.io/resources/marketing): A better way to ABM. Uncover the person and account behind every buying signal with agentic signal capture and waterfall enrichment. Pass over qualified leads that reps can actually convert. ## Documentation ### Get Started - [Overview](https://www.commonroom.io/docs/get-started/): Common Room puts you in the driver’s seat of the modern buyer journey. Get a unified view into every signal across social, community, product, CRM, and more to initiate conversations, grow adoption, and accelerate pipeline faster than ever before. ### Core Concepts - [Overview](https://www.commonroom.io/docs/get-started/core-concepts/): Using Common Room, you can connect signals to merge everything from product usage, CRM data, social and community activity, and more, gather context on your Contacts and Organizations, take action to engage them in the channels they're most active in, stay informed through custom alerts and notifications, and explore insights to help you measure your outcomes. - [Filters ](https://www.commonroom.io/docs/get-started/core-concepts/filters/): Filters are a property on any Contact, Organization, or Activity within Common Room by which data can be organized, enabling you to learn more about your Contacts. This doc contains a comprehensive list of all available filters in Common Room. - [Universal Search](https://www.commonroom.io/docs/get-started/core-concepts/universal-search/): Save time by using Common Room’s Universal Search to quickly find Contacts and Organizations. Universal search allows you to input details such as a Contact’s Name or Org’s Name to quickly locate them in Common Room. - [New Filters](https://www.commonroom.io/docs/get-started/core-concepts/new-filters/): Our new and improved filtering system is here and in beta! We will be continuing to iterate on this experience, so please expect improvements on a weekly basis and let us know if you’ve got feedback/suggestions. ### Onboarding - [Onboarding](https://www.commonroom.io/docs/get-started/onboarding/): Kickstart your setup with these easy steps. - [Setup the Basics](https://www.commonroom.io/docs/get-started/onboarding/setup-the-basics/): Collect data and organize your contacts and organizations. - [Empower the Team](https://www.commonroom.io/docs/get-started/onboarding/empower-the-team/): Make it easy for your teammates with these key steps. - [Level-up Your Setup](https://www.commonroom.io/docs/get-started/onboarding/level-up/): Start automating and stay notified. - [Put it Into Action](https://www.commonroom.io/docs/get-started/onboarding/action/): Start automating and stay notified. ### Signals and Integrations - [Overview](https://www.commonroom.io/docs/signals/): Signals are how Common Room brings together social, community, product, CRM, customer data, and more. - [Technographics](https://www.commonroom.io/docs/signals/technographics/): Filter and prioritize accounts based on the technologies they use, when they adopted them, and how extensively they’re deployed. ### Native Signals - [Overview](https://www.commonroom.io/docs/signals/common-room-native-signals/): Common Room provides a set of out-of-the-box signals to ensure you can have a well rounded view of contacts and organizations with the signals that will help you best identify them. - [Chrome Extension](https://www.commonroom.io/docs/signals/common-room-native-signals/chrome-extension/): Common Room’s LinkedIn extension for the Google Chrome browser allows you to extract valuable signals from websites, starting with LinkedIn. Using this extension, you can easily add contacts, posts, comments, and reactions directly into Common Room from anywhere on LinkedIn. - [Contact Defaults](https://www.commonroom.io/docs/signals/common-room-native-signals/default-contact-signals/): Common Room provides a default set of signals for Contacts. These signals can range from standard attributes about the Contact such as job title or location but also cover other aspects of Contacts such as whether they have recently changed jobs. - [Organization Defaults](https://www.commonroom.io/docs/signals/common-room-native-signals/default-organization-signals/): Common Room provides a default set of signals for Organizations. These signals can range from standard attributes about the contact such as industry or location but also cover other aspects of Organizations such job listings and news articles. - [Job Changes](https://www.commonroom.io/docs/signals/common-room-native-signals/job-changes/): Keeping tabs on key Contacts as they change jobs can be a great way to sell into new Organizations. With Common Room’s job change tracking, you can identify Contacts that have recently changed jobs but also take it one step further by using signals from their prior organization (e.g. their prior organization was a customer) to better identify key opportunities. - [Job Listings](https://www.commonroom.io/docs/signals/common-room-native-signals/job-listings/): Use current and historical job listings from an organization as a signal to better understand their priorities. Job listings can hold key context about where a company is focused and can hold clues about strategic priorities (e.g. a company is focused on digital transformation), desired skills (e.g. LLM prompt writing), and technologies that they may be investing in (e.g. looking for experience implementing a work management tool). - [News and Events](https://www.commonroom.io/docs/signals/common-room-native-signals/news-and-events/): Use news articles and current events about an organization as a signal to better understand their priorities. News and events can hold key context about where a company is focused (e.g. increasing operating margins) or what type of events a company may be responding to (e.g. a data security breach). - [Prospector](https://www.commonroom.io/docs/signals/common-room-native-signals/prospector/): With Prospector, you can easily pull in the profiles and contact details of any non-engaged ideal personas for target accounts, including decision-makers and economic buyers who may be inactive in your product or community and not tracked in your CRM. ### Website Tracking - [Setup Web Tracker](https://www.commonroom.io/docs/signals/website-visitor-tracking/): Gain visibility into who is viewing your website, docs, etc. - [Known vs Anonymous](https://www.commonroom.io/docs/signals/website-visitor-tracking/known-vs-anonymous/): Understanding the difference in website visits can be helpful to understand what you should expect to see in your room when you go to use website visit signals. - [Enhanced US Tracking](https://www.commonroom.io/docs/signals/website-visitor-tracking/vector-integration/): Leverage our Enhanced US visitor tracking (powered by Vector) for the most comprehensive view of your website visitors. - [Filters and Columns](https://www.commonroom.io/docs/signals/website-visitor-tracking/filters-and-columns/): When searching for contacts or creating segments in Common Room, you'll be able to filter by website activity as well as add native website fields to your table views in segments and explorers. - [Team Alerts](https://www.commonroom.io/docs/signals/website-visitor-tracking/website-visitor-team-alerts/): Keep your team updated of all important website visits using Common Room’s team alert feature in tandem with website visits. Website visits will be sent a Slack channel of your choosing for real-time or batched alerts. - [Advanced](https://www.commonroom.io/docs/signals/website-visitor-tracking/advanced-configurations/) - [FAQs](https://www.commonroom.io/docs/signals/website-visitor-tracking/FAQs/): FAQs ### Business Data - [Business Data](https://www.commonroom.io/docs/signals/business-integrations/): Common Room provides a suite of integrations for key business sources of contacts, organizations and their signals. - [Apollo](https://www.commonroom.io/docs/signals/business-integrations/apollo/): Apollo.io is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Apollo with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Apollo sequences. - [Bombora Topic Intent](https://www.commonroom.io/docs/signals/business-integrations/bombora/): Unify Bombora Company Surge® Intent data with the arsenal of first, second, and third-party signals auto-captured by Common Room to connect account-level pre-engagement activity to real buyers at each account via Person360. Prioritize and personalize automated plays built on a 360-degree view of every account and contact using Bombora intent signals. - [Demandbase](https://www.commonroom.io/docs/signals/business-integrations/demandbase/): Combine account-level intent data from Demandbase with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, active Contacts, and other prospects in market. - [Gainsight](https://www.commonroom.io/docs/signals/business-integrations/gainsight/): Combine your customer interactions and health scores with 50+ other signals from Common Room Person360 to identify accounts in the market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [Gong](https://www.commonroom.io/docs/signals/business-integrations/gong-integration-guide/): Gong Engage is a sales engagement solution that helps you easily prioritize, personalize, and automate your account-based outreach, so you can quickly move those tasks forward and focus more on selling. By integrating Gong Engage with Common Room, you can add Common Room Contacts to Gong Engage Flows. - [Groove](https://www.commonroom.io/docs/signals/business-integrations/groove/): Stop relying on irrelevant references to fuel your Groove outbound messages. Deliver warm messaging that converts by pairing Common Room’s deep buyer context from over 30 channels with your Groove outbound to deliver the right message to the right buyer at the right time. - [HubSpot CRM](https://www.commonroom.io/docs/signals/business-integrations/hubspot/): Common Room's bidirectional integration with HubSpot CRM provides Common Room users with additional business context about the Contacts and Organizations in their community, and provides HubSpot users additional community context about the Contacts and Companies they are engaging with. - [Marketo](https://www.commonroom.io/docs/signals/business-integrations/marketo/): Identify active, high-fit leads in channels like LinkedIn, Slack, Twitter, GitHub, and 30+ more, and sync them over to Marketo to bring a new signal of qualified leads to your funnel. - [Okta - SAML](https://www.commonroom.io/docs/signals/business-integrations/okta/): Setting up Okta SSO will allow sign-in via SAML SSO for Okta. This helps IT teams manage access to applications associated with your organization, including Common Room. - [Okta - SCIM ](https://www.commonroom.io/docs/signals/business-integrations/okta/scim/): You can provision user accounts in the Common Room application through SCIM. - [Outreach ](https://www.commonroom.io/docs/signals/business-integrations/outreach/): Outreach.io is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Outreach with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Outreach Sequences. - [Qualified](https://www.commonroom.io/docs/signals/business-integrations/qualified/): Connect Qualified to Common Room to connect the dots of chat activity and with the rest of the customer journey—everything from dark funnel activity to product usage data to conversations happening in your community. - [Salesforce CRM](https://www.commonroom.io/docs/signals/business-integrations/salesforce-crm/): By connecting Salesforce, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business. - [Salesforce Managed Package](https://www.commonroom.io/docs/signals/business-integrations/salesforce-managed-package/): The Common Room Salesforce Package is a powerful tool that enhances the functionality of Salesforce to assist with community attribution and pipeline management. This package helps make the integration between Salesforce and Common Room more seamless via pre-configured fields and enables you to manage and track community attributable pipeline and revenue effectively using our widget and reporting. - [Salesforce Widget](https://www.commonroom.io/docs/signals/business-integrations/salesforce-managed-package/salesforce-widget/): Below is a detailed guide to set up the Common Room widget in your Salesforce instance. To use the widget you will need to have the Salesforce Managed Package installed, review our guide on the Salesforce Managed Package for more information. - [Salesloft ](https://www.commonroom.io/docs/signals/business-integrations/salesloft/): Salesloft is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Salesloft with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Salesloft Cadences. - [Scarf](https://www.commonroom.io/docs/signals/business-integrations/scarf/): Combine account-level intent data about your open-source software from Scarf with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, active Contacts, and other prospects in market. - [Smartlead](https://www.commonroom.io/docs/signals/business-integrations/smartlead/): Smartlead helps teams automate and scale personalized outbound campaigns. By integrating Smartlead with Common Room, you can add enriched contacts from Common Room directly into Smartlead campaigns. - [Techtarget](https://www.commonroom.io/docs/signals/business-integrations/techtarget/): Combine account-level keyword and topic signals from TechTarget with first-party person data from Common Room Person360™ to identify accounts in market and the economic buyers and ideal prospects at those accounts. - [Vitally](https://www.commonroom.io/docs/signals/business-integrations/vitally/): Combine your customer interactions and health scores with 50+ other signals from Common Room Person360 to identify accounts in the market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [6sense](https://www.commonroom.io/docs/signals/business-integrations/6sense/): Combine account-level intent data from 6sense with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, and active Contacts who are most likely to respond. ### Product Usage - [Product Usage](https://www.commonroom.io/docs/signals/product-usage-integrations/): Common Room provides a suite of integrations to ingest product usage data. Integrations capture contacts, organizations and all of their corresponding product usage signals. - [AWS S3 Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/s3/): Common Room supports using Amazon S3 for both importing data into and exporting data out of Common Room. Importing data via S3 may be suitable for you if you're interested in setting up a recurring import of data from your warehouse into Common Room. Exporting data via S3 can enable you to sync data into your warehouse for any custom reporting or analysis you may wish to run. - [BigQuery/GCS Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/bigquery/): Common Room supports importing data into Common Room from BigQuery via Google Cloud Storage (GCS). Importing data via GCS may be suitable for you if you're interested in setting up a recurring import of data from BigQuery into Common Room. - [Redshift Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/redshift/): Common Room supports importing data from Amazon Redshift via S3. Importing data from Redshift may be suitable for you if you're interested in setting up a recurring import of data from Redshift into Common Room. - [Integrating Snowflake via a Secure Cloud Storage Connection](https://www.commonroom.io/docs/signals/product-usage-integrations/snowflake/): By connecting Snowflake via secure cloud storage connection, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business. - [General Config (Data Warehouse)](https://www.commonroom.io/docs/signals/product-usage-integrations/general-configuration/): You can import data at the contact, organization and/or the custom product entity level from your data warehouse directly into Common Room via our data warehouse integrations. Once you've set up the shared bucket (using the instructions for AWS S3, BigQuery/GCS, Redshift, or Snowflake), our team will work with you to finalize the data contract and set up a regular import. - [Hightouch](https://www.commonroom.io/docs/signals/product-usage-integrations/hightouch/): By connecting Hightouch, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business. - [Census](https://www.commonroom.io/docs/signals/product-usage-integrations/census/): By connecting Census, you can combine intelligent insights with customer data to expand your pipeline, accelerate deals, and grow your business. ### Community and Social - [Community and Social](https://www.commonroom.io/docs/signals/community-and-social-integrations/): Common Room provides a suite of integrations to help you ingest community and social integrations, which are key to illuminating the Dark Funnel. Integrations capture contacts, organizations and all of their corresponding activity-based signals. - [Bevy](https://www.commonroom.io/docs/signals/community-and-social-integrations/bevy/): Connect Bevy to see chapter joins, event registrations, and event check-ins. Common Room’s Bevy integration allows you to connect event data like chapter joins, registrations, event check-ins, with community data. - [Discord](https://www.commonroom.io/docs/signals/community-and-social-integrations/discord/): This article provides step-by-step instructions for how to integrate Discord with Common Room, along with more details and FAQs about the integration. Connect Discord with Common Room to see posts, replies, reactions, and roles from regular and forum channels across configured servers. - [Discourse](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/): Connect Discourse to import all topics, posts, and replies from your community Contacts. Common Room's integration with Discourse offers robust analytics and intelligent insights so you can scale and measure your impact. - [Discourse - API Key](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/create-a-discourse-api-key/): Common Room’s Discourse integration requires an API key to import Contacts and Activity. - [Discourse - Webhook](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/create-a-discourse-webhook/): Common Room’s Discourse integration uses a webhook to receive new activity as it occurs. To configure the webhook, you'll first have to connect the Discourse API to Common Room. - [DEV](https://www.commonroom.io/docs/signals/community-and-social-integrations/dev/): By integrating DEV with Common Room you can see articles and comments from the Organizations and Contacts you care about. - [G2](https://www.commonroom.io/docs/signals/community-and-social-integrations/g2/): Combine account-level buying signals from G2 with first-party person data from Common Room Person360 to identify accounts in market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [GitHub](https://www.commonroom.io/docs/signals/community-and-social-integrations/github/): By integrating GitHub with Common Room you can see contributors, comments, pull requests, repo stars, repo forks, issues, discussions, and top programming languages for Contacts in your room. Common Room creates a profile for every contributor in your GitHub repos and an activity for each issue, pull request, comment, or starred repo. - [Gradual](https://www.commonroom.io/docs/signals/community-and-social-integrations/gradual/): Common Room’s Gradual integration allows you to add data like event activity, content consumption, and conversations happening in Gradual in Common Room. - [Influitive ](https://www.commonroom.io/docs/signals/community-and-social-integrations/influitive/): Common Room’s integration with Influitive allows you to see topics, posts and replies across your Influitive community. - [InSided ](https://www.commonroom.io/docs/signals/community-and-social-integrations/insided/): Common Room’s integration with inSided allows you to connect customer support and community data. We create a profile for everyone that interacts with you on Intercom and an Activity for each question, conversation, idea, and article. - [Intercom](https://www.commonroom.io/docs/signals/community-and-social-integrations/intercom/): Common Room’s integration with Intercom allows you to connect customer support and business data. We'll create a profile for everyone that interacts with you on Intercom and an Activity for each conversation and message. - [Khoros ](https://www.commonroom.io/docs/signals/community-and-social-integrations/khoros/): Common Room's integration with Khoros offers robust analytics and intelligent insights so you can scale and measure your impact. We create a profile for every participant in your Khoros community and an activity for each discussion, article, question, reply, and answer in your forum. - [LinkedIn ](https://www.commonroom.io/docs/signals/community-and-social-integrations/linkedin/): This article is a step-by-step guide to integrating LinkedIn with Common Room, enabling you to track posts, comments, reactions, and mentions. - [Medium](https://www.commonroom.io/docs/signals/community-and-social-integrations/medium/): This article provides detailed instructions for how to integrate Medium with Common Room. - [Meetup ](https://www.commonroom.io/docs/signals/community-and-social-integrations/meetup/): Connect Meetup to track RSVPs and event attendance to see your community event history. - [Reddit ](https://www.commonroom.io/docs/signals/community-and-social-integrations/reddit/): This article provides step-by-step instructions for how to integrate Reddit with Common Room, along with the more details and FAQs about the integration. - [Salesforce Experience Cloud](https://www.commonroom.io/docs/signals/community-and-social-integrations/salesforce-experience-cloud/): Connect Salesforce Experience Cloud to see the posts, replies and answers across your Experience Cloud community. - [Shopify ](https://www.commonroom.io/docs/signals/community-and-social-integrations/shopify/): By connecting Shopify, you can see which Contacts have ordered and received swag from you. We create a profile for every person who purchases from you and create an Activity for each order. - [Skilljar ](https://www.commonroom.io/docs/signals/community-and-social-integrations/skilljar/): Connect Skilljar to track enrollment, course completion, and user information. - [Slack](https://www.commonroom.io/docs/signals/community-and-social-integrations/slack/): Connect your Slack community to get full context on your Slack Contacts and stay on top of the activities and Organizations in your community. You can monitor messages, replies, and reactions in both public and private channels. - [Slack - Community Guide](https://www.commonroom.io/docs/signals/community-and-social-integrations/slack/slack-community-integration-guide/): This article provides detailed instructions for how to integrate your Slack workspace with Common Room. Connect to Slack to monitor messages, replies, and reactions in both public and private channels. - [Stack Overflow](https://www.commonroom.io/docs/signals/community-and-social-integrations/stack-overflow/): This article is a step-by-step guide to integrating Stack Overflow with Common Room. - [Twitter](https://www.commonroom.io/docs/signals/community-and-social-integrations/twitter/): This article provides detailed instructions for how to integrate X (Twitter) with Common Room. With this integration you can stay up to date on all X (Twitter) mentions, replies, retweets and follows for the handles that are important to you. Additionally, track mentions of the hashtags and keywords you care about. - [YouTube](https://www.commonroom.io/docs/signals/community-and-social-integrations/youtube/): This article outlines the functionality for the YouTube integration with Common Room. With this integration, Common Room creates a profile for every participant in your YouTube community and an Activity for each comment and video, based on the channels, hashtags, and keywords of your choosing. - [YouTube - Create API key](https://www.commonroom.io/docs/signals/community-and-social-integrations/youtube/create-a-youtube-api-key/): Common Room’s YouTube integration requires a Google API key to import Contacts and activity. This article will walk you through creating an API key using the Google Developer Console. ### Custom - [Overview](https://www.commonroom.io/docs/signals/custom-integrations/): Common Room provides a suite of custom integration tools to ensure the platform is as extensible as possible. Use custom integration tools to bring in data from almost anywhere. - [Supported Activity Types](https://www.commonroom.io/docs/signals/custom-integrations/activity-types/): Supported activity types for the Common Room API - [Google Sheets](https://www.commonroom.io/docs/signals/custom-integrations/google-sheets/): Common Room allows you to use Google Sheets to import new Contacts or Activity data, so you can create a source of truth. - [API / Zapier](https://www.commonroom.io/docs/signals/custom-integrations/zapier-api/): Common Room offers an API you can use to programmatically interact with Common Room data. Additionally, we offer a native Zapier integration which you can use to push data into Common Room without any code. This is a great option if you don't have a developer available who can build a native API integration. - [Setup Zapier](https://www.commonroom.io/docs/signals/custom-integrations/zapier-api/zapier-integration/): This guide will walk through our integration with Zapier along with example workflows that demonstrate how to integrate Common Room with other apps and services. - [Upload Contacts and Orgs](https://www.commonroom.io/docs/signals/custom-integrations/upload-contacts-and-organizations/): Common Room offers an API you can use to programmatically interact with Common Room data. ### Using Common Room - [Signal Trend Tracking](https://www.commonroom.io/docs/using-common-room/signal-trend-tracking/) - [Claude Connector & Plugin](https://www.commonroom.io/docs/using-common-room/common-room-for-claude-connector-and-plugin/) - [MCP Server](https://www.commonroom.io/docs/using-common-room/mcp-server/): Connect any AI client to Common Room's MCP server. - [Team Alerts ](https://www.commonroom.io/docs/using-common-room/team-alerts-page/): Team alerts allow you to trigger a message to an internal Slack channel when Activity occurs that you and your teams want to know about. Unlike notifications with a simple on/off toggle for a given Contact, Organization, or Segment, alerts can be customized to ensure your team receives only the most relevant updates. - [Custom Product Entities](https://www.commonroom.io/docs/using-common-room/custom-product-entities/): Integrate your Product Usage data into Common Room to light up a new level of insight about how your users and accounts are behaving with your product. Common Room can help you ingest simple or more complex implementations of your product usage data to ensure it is reflected back to you as you expect to see it. ### Segments - [Overview](https://www.commonroom.io/docs/using-common-room/segments/): Segments are cohorts, or subsets, of Contacts and Organizations that you can monitor and engage. You can manage tasks related to Segment Contacts, and message Contacts, sync them with Salesforce, add them to Outreach sequences, and more. - [Segment Creation](https://www.commonroom.io/docs/using-common-room/segments/create-a-segment/): This guide will cover cover how to create Contact and Organization Segments. - [Actions - Tasks](https://www.commonroom.io/docs/using-common-room/segments/segment-actions/segment-tasks/): Segment tasks allow you to view your users as a list of actionable tasks that you can complete or snooze until a later date. Tasks are unique to each Segment, so when you complete or snooze a task, it only relates to Contact or Organizations within that Segment. This doc outlines how to use the task view in your Contact Segments. - [Actions: Statuses](https://www.commonroom.io/docs/using-common-room/segments/segment-statuses/): This section covers how to track and organize Contact cohorts and programs by applying, editing, and creating statuses in a Segment. - [Manage: Settings and Log](https://www.commonroom.io/docs/using-common-room/segments/segment-management/settings-and-log/): The settings tab lets you automatically manage Segments, Organizations, and their statuses. - [Manage - Share and Notify](https://www.commonroom.io/docs/using-common-room/segments/segment-management/sharing-and-notification/): You can share a Segment with team Contacts who are collaborating with you on the Contacts and Organizations in the Segment. - [Manage - Default Columns](https://www.commonroom.io/docs/using-common-room/segments/segment-default-columns/): Input default columns that will be used in all segments created. Ensure your segments show the most valuable signal each time one is created. If desired, users can still over-ride the defaults but this feature allows you to ensure the starting point matches your preferences. - [Team Segments](https://www.commonroom.io/docs/using-common-room/segments/team-segments/): Team segments allow users to create a centrally controlled and managed segment that they can assign team members to. When a team member uses the team segment, their view of the contacts and orgs within the segment will be personally tailored to them. ### Workflows - [Overview](https://www.commonroom.io/docs/using-common-room/workflows/): Workflows enable you to create automated workflows to track, engage, and organize Contacts and Organizations with customizable logic. - [Templates](https://www.commonroom.io/docs/using-common-room/workflows/templates/): Common Room provides pre-built workflow templates to help get you started. ### Contacts - [Contacts](https://www.commonroom.io/docs/using-common-room/contacts/): Contacts in Common Room reflect real people in the real world —- not just someone who exists in a database. Using Person360™, we can auto-magically enrich and merge signals from any connected signal like social, community, data warehouse, CRM and more into one unified Contacts profile. - [Contact Profiles](https://www.commonroom.io/docs/using-common-room/contacts/contact-profiles/): A Contact profile is created for every individual Contact who's part of your data sources and integrations. Contact profiles surface details about the Contact, including their role, title, location, contact information, unified engagement & activity across your sources, activity timeline, and content they’ve shared. - [Managing Team Members](https://www.commonroom.io/docs/using-common-room/contacts/managing-team-members/): This article provides step-by-step instructions for how to add or remove someone as a team member. - [Contact Tags](https://www.commonroom.io/docs/using-common-room/contacts/contact-tags/): Contact tags allow you to filter for community Contacts with certain attributes, and can be used to filter Contacts on the Contacts, Activity, and Organizations pages. - [Add or Update Contacts](https://www.commonroom.io/docs/using-common-room/contacts/add-contacts/): This article covers how to add individual Contacts and add or update Contacts in bulk. - [Filter and Sort Contacts](https://www.commonroom.io/docs/using-common-room/contacts/filter-and-sort-contacts/): This article is an overview of using filters, filter groups, and sorting. Filters enable you to explore, narrow down, and learn more about your Contacts. While the Contacts page is the focus of this article, filters can be applied in other areas of Common Room like Segments, Workflows, Activity, and Reporting. - [Merge Contacts](https://www.commonroom.io/docs/using-common-room/contacts/proposed-merges/): When a new source is integrated into Common Room, we'll automatically work to merge any Contacts that match those already in Common Room using our Person360™ identity resolution engine. However, if we don't have 100% confidence in a match, we'll propose Contacts for you to review and merge. You can also merge any two profiles from the Contacts page. - [Bulk Messaging](https://www.commonroom.io/docs/using-common-room/contacts/bulk-messaging/): Bulk messaging is a lightweight way to send direct Slack messages to your Contacts from your own personal Slack account. While you are able to select multiple people at a time, each message will be sent as an individual direct message to every Contact you've selected. - [Impact Points](https://www.commonroom.io/docs/using-common-room/contacts/impact-points/): Impact points help you quickly understand which Contacts are driving the greatest impact within your community. To calculate Impact points, different Contact activities are weighted based on their significance within your community. For example, a LinkedIn comment may have a higher weight for Impact points compared to a LinkedIn reaction. ### Activity - [Activity overview](https://www.commonroom.io/docs/using-common-room/activity-page/): Activity shows the types of engagement happening across your community - joins, comments, replies, retweets, RSVPs - anything you can monitor within a given signal. Activity is essentially your community newsfeed. It gives you a complete look at who’s saying what and where, whether it’s with other Contacts or to your organization directly. - [Contact Initiated Activity](https://www.commonroom.io/docs/using-common-room/activity-page/contact-initiated-activity/): Common Room provides precise insights about Contact engagement in your community by differentiating between activities that are Contact initiated and those that are received by Contacts. We make this distinction because activities taken by a Contact are better indicators of intent and provide more actionable data for you to use. - [Filter, Tag, and Delete](https://www.commonroom.io/docs/using-common-room/activity-page/activity-filters-tags-and-deletion/): Activity filters allow you to surface activity based on different attributes, including signals, Contact tags, activity tags, sentiment, whether the activity is from an internal teammate, and auto-categories such as Bug/issue, Product question, and Content attached. - [Sentiment](https://www.commonroom.io/docs/using-common-room/activity-page/sentiment/): Common Room surfaces sentiment from activity to help your teams get a pulse on how Contacts are feeling, especially during events which significantly impact the community. - [Auto-Categories](https://www.commonroom.io/docs/using-common-room/activity-page/auto-categories/): Common Room analyzes activity to best approximate what a Contact is saying, sharing, or feeling. We automatically group together and surface categories of activity that may be most relevant for your team through the following preset categories: Product complaint, feature request, product appreciation, bug / issue, product question, content attached, and account support. This way you know exactly what follow-up actions to take based on the activity category. In the case of conversations, we’ll even tag multiple categories when applicable, to provide you with an idea of where the conversation may be heading. - [Detecting Viral Content](https://www.commonroom.io/docs/using-common-room/activity-page/detecting-viral-content/): Common Room enables you to monitor and alert on activities that have gone "viral" in your community. We currently support detecting viral content across Reddit posts and Dev.to articles. You can filter for activities that have gone viral and also set up team alerts and workflows to fire when viral content is detected. ### Organizations - [Overview](https://www.commonroom.io/docs/using-common-room/organizations-page/): An organization reflects real organizations (and the Contacts within them) in the real world—not just how they may appear in someone’s database. This means if you have multiple accounts and opportunities from Salesforce related to a single company, or if you have multiple domains related to a company for product usage, all of these will be merged into a single organization profile. - [Organization Profiles](https://www.commonroom.io/docs/using-common-room/organizations-page/organization-profiles/): Each organization has an organization profile page. You can customize what information is surfaced at the top of every organization profile page in your Common Room with key fields, such as revenue, opportunity stage, account owner, or location. - [Organization Tags](https://www.commonroom.io/docs/using-common-room/organizations-page/organization-tags/): Organization tags allow you to filter for organizations with certain attributes, along with the Contacts who work at those organizations. Organization tags can be used to filter on the Contacts, Activity, and Organizations pages. - [Filters and Sorting](https://www.commonroom.io/docs/using-common-room/organizations-page/filters-and-sorting/): Filters on the Organizations page enable you to explore, narrow down, and learn more about your organizations and their Contacts. You can filter the list of organizations by organization filters (shown below), as well as Contact, activity, and signal-specific filters. You can apply one or more filters at a time using AND, OR, and NOT operators to help identify specific organizations based on certain attributes. ### RoomieAI™ - [RoomieAI Spark](https://www.commonroom.io/docs/using-common-room/roomie-ai/roomie-ai-spark-alerts/) - [Organization Research](https://www.commonroom.io/docs/using-common-room/roomie-ai/organization-research/) - [Message Snippets](https://www.commonroom.io/docs/using-common-room/roomie-ai/message-snippets/) ### Reporting - [Room Overview](https://www.commonroom.io/docs/using-common-room/reporting-page/room-overview/): Room overview gives you tools to show the impact of community to your business, measure the health and growth of your community programs, and easily save and share reports with stakeholders. Our goal is to help you measure the impact of community - without all the setup and discovery on what metrics to use - so we start with pre-built reports that were designed in collaboration with industry-leading community teams. - [Business Overview](https://www.commonroom.io/docs/using-common-room/reporting-page/business-overview/): The Business Overview section contains reports that help you understand how your teams activities are directly contributing to the business outcomes you care about such as meetings booked, pipeline generated and closed won opportunities. - [Team Usage Overview](https://www.commonroom.io/docs/using-common-room/reporting-page/team-usage-overview/): The Team Usage Overview section contains reports that help you understand how your team is leveraging Common Room. - [Activity Summary Emails](https://www.commonroom.io/docs/using-common-room/reporting-page/community-summary-emails/): Common Room offers the ability to set up a recurring email that provides a summary of the activity in your room. - [Save and Share Reports](https://www.commonroom.io/docs/using-common-room/reporting-page/save-and-share-reports/): On the community health at a glance report, you can save and customize your report. To view your community’s metrics based on different filters, set your preferred filters and click Run query. Find all of your saved reports in the ‘Saved reports’ section in the left navigation menu. - [Exporting Data with S3](https://www.commonroom.io/docs/using-common-room/reporting-page/exporting-data-with-s3/): You can export Contact, Organization and Activity data from Common Room into your data warehouse using a shared AWS S3 bucket. ### Set Preferences - [Account](https://www.commonroom.io/docs/set-preferences/account/): An overview of information and answers to common questions about your Common Room account. - [App Settings](https://www.commonroom.io/docs/set-preferences/app-settings/): You can access app settings by clicking the settings gear icon at the bottom of the left navigation menu. Your settings allow you to configure a number of options for Common Room. - [Tags](https://www.commonroom.io/docs/set-preferences/tags/): The tags setting page allows you to manage your Contact, Organization, and Activity tags. You can also see basic stats on tags such as how many times they have been used or when they were created. Common Room provides a set of default tags, but you can also create your own custom tags here in the settings page. - [Scores](https://www.commonroom.io/docs/set-preferences/scores/): Room admins can create custom scoring models for Contacts and Orgs using all fields available in Common Room. - [Fields](https://www.commonroom.io/docs/set-preferences/fields/): Fields allow you to define custom properties to track on Contact or Organization profiles. Fields can be configured from the settings page by Common Room users with Owner permissions. - [Team Access](https://www.commonroom.io/docs/set-preferences/team-access/): The team access settings page allows you to manage roles and permissions and allow access for your team, including the full list of users and their role type. - [Hidden](https://www.commonroom.io/docs/set-preferences/hidden/): This settings page lets you view and manage all members and topics that are hidden from search results and activity. - [API Tokens](https://www.commonroom.io/docs/set-preferences/api-tokens/): Create new API tokens to use with the Common Room API. - [Webhooks](https://www.commonroom.io/docs/set-preferences/webhooks/): Webhooks enable you to send member, organization, and activity data to external services based on what's happening in Common Room. You can connect directly with services that support webhook triggers (like Zapier), or even build your own tools to consume and route your webhooks. - [Notifications](https://www.commonroom.io/docs/set-preferences/notifications/): Notifications enable you and your teams to stay on top of what's happening with the members, organizations, and segment you follow. The notifications page in settings allows you to view and manage all of your notifications. - [General](https://www.commonroom.io/docs/set-preferences/general/): The general settings tab allows you to update several pieces of information about your room.